Kistler-Tiffany Companies’s Watsco Inc WSO Stock Holding History

Kistler-Tiffany Companies’s Portfolio WSO Stock Details WSO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$43.9K	Hold	115	–	–	0.01%	507
2023 Q1	$36.6K	Hold	115	–	–	0.01%	469
2022 Q4	$28.7K	Hold	115	–	–	0.01%	488
2022 Q3	$30K	Hold	115	–	–	0.01%	441
2022 Q2	$27K	Hold	115	–	–	0.01%	463
2022 Q1	$35K	Hold	115	–	–	0.01%	436
2021 Q4	$36K	Buy	115 +40	+53%	+$11.8K	0.01%	414
2021 Q3	$20K	Buy	+75	New	+$21K	﹤0.01%	503
2016 Q1	–	Sell	-55	Closed	-$6K	–	595
2015 Q4	$6K	Hold	55	–	–	﹤0.01%	482
2015 Q3	$7K	Hold	55	–	–	﹤0.01%	474
2015 Q2	$7K	Hold	55	–	–	﹤0.01%	494
2015 Q1	$7K	Sell	55 -50	-48%	-$5.74K	﹤0.01%	474
2014 Q4	$11K	Sell	105 -300	-74%	-$29.8K	0.01%	434
2014 Q3	$35K	Hold	405	–	–	0.02%	288
2014 Q2	$42K	Hold	405	–	–	0.03%	260
2014 Q1	$40K	Hold	405	–	–	0.03%	255
2013 Q4	$39K	Hold	405	–	–	0.03%	260
2013 Q3	$38K	Hold	405	–	–	0.03%	262
2013 Q2	$34K	Buy	+405	New	+$34.2K	0.03%	265

Other funds holding WSO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Kistler-Tiffany Companies's WSO Position: Q2 2023 in Review

Kistler-Tiffany Companies held its Watsco Inc (WSO) position steady in Q2 2023 at 115 shares worth $43.9K. The position accounts for 0.01% of the portfolio, ranked #507.

Kistler-Tiffany Companies first reported a position in WSO in Q2 2013 and has held it in 19 quarters since. 677 funds tracked by Wall St. Rank hold WSO as of Q2 2023.

Kistler-Tiffany Companies held 115 shares of Watsco Inc worth $43.9K as of Q2 2023.
Kistler-Tiffany Companies left its Watsco Inc share count unchanged in Q2 2023.
Watsco Inc made up 0.01% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #507 holding.
Kistler-Tiffany Companies first reported a position in Watsco Inc in Q2 2013 and has held it in 19 quarters since.
677 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.